Stamos Capital Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
164,172
+94,256
| +135% | +$10.2M | 3.17% | 3 |
|
|
2025
Q1 | $8.32M | Sell |
69,916
-47,854
| -41% | -$5.69M | 2.18% | 4 |
|
|
2024
Q4 | $12.7M | Buy |
117,770
+20,030
| +20% | +$2.15M | 2.97% | 4 |
|
|
2024
Q3 | $11.5M | Sell |
97,740
-2,700
| -3% | -$316K | 2.7% | 4 |
|
|
2024
Q2 | $11.6M | Buy |
100,440
+1,090
| +1% | +$125K | 2.45% | 3 |
|
|
2024
Q1 | $11.5M | Sell |
99,350
-12,400
| -11% | -$1.44M | 2.62% | 2 |
|
|
2023
Q4 | $11.2M | Buy |
111,750
+27,330
| +32% | +$2.73M | 3.03% | 5 |
|
|
2023
Q3 | $9.93M | Sell |
84,420
-10,530
| -11% | -$1.24M | 2.21% | 8 |
|
|
2023
Q2 | $10.2M | Buy |
94,950
+4,640
| +5% | +$498K | 2.38% | 6 |
|
|
2023
Q1 | $9.9M | Buy |
90,310
+10,470
| +13% | +$1.15M | 2.56% | 5 |
|
|
2022
Q4 | $8.81M | Sell |
79,840
-50,930
| -39% | -$5.62M | 2.79% | 3 |
|
|
2022
Q3 | $11.4M | Buy |
130,770
+14,570
| +13% | +$1.27M | 2.9% | 4 |
|
|
2022
Q2 | $9.95M | Buy |
116,200
+11,300
| +11% | +$968K | 3.01% | 9 |
|
|
2022
Q1 | $8.66M | Buy |
104,900
+6,600
| +7% | +$545K | 2.89% | 9 |
|
|
2021
Q4 | $6.02M | Sell |
98,300
-3,270
| -3% | -$200K | 2.79% | 12 |
|
|
2021
Q3 | $5.97M | Hold |
101,570
| – | – | 3.34% | 9 |
|
|
2021
Q2 | $6.41M | Sell |
101,570
-33,330
| -25% | -$2.1M | 3.38% | 7 |
|
|
2021
Q1 | $7.53M | Sell |
134,900
-8,000
| -6% | -$447K | 3.8% | 7 |
|
|
2020
Q4 | $5.89M | Sell |
142,900
-61,100
| -30% | -$2.52M | 2.51% | 10 |
|
|
2020
Q3 | $7M | Buy |
204,000
+100,000
| +96% | +$3.43M | 2.6% | 11 |
|
|
2020
Q2 | $4.65M | Sell |
104,000
-56,385
| -35% | -$2.52M | 2.66% | 5 |
|
|
2020
Q1 | $6.09M | Buy |
160,385
+145,985
| +1,014% | +$5.54M | 3.21% | 6 |
|
|
2019
Q4 | $1.01M | Buy |
+14,400
| New | +$1.01M | 0.81% | 26 |
|